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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
WIM
4201
Wittenberg Investment Management
Massachusetts
$275M +$15.2M +6% 7.9% 89.9% 80 6.25%
AAA
4202
Affinity Asset Advisors
New York
$275M -$121M -30% 1.53% 1,487% 87 52.87%
SC
4203
Searle & Co
Connecticut
$275M +$30.7M +13% 11.8% 93.8% 162 9.88%
CCM
4204
Cutler Capital Management
Massachusetts
$275M +$10M +4% 3.56% 39.7% 118 23.73%
ARIS
4205
Advanced Research Investment Solutions
California
$275M +$79.6M +41% 9.99% 13.1% 228 54.82%
HCA
4206
Harbor Capital Advisors
Illinois
$275M 1.8% 119% 92
UIA
4207
UBP Investment Advisors
Switzerland
$275M +$16.8M +7% 1.64% 11.2% 108 14.81%
ST
4208
Somerset Trust
Pennsylvania
$274M +$29.4M +12% 12.4% 69.7% 149 10.07%
FAP
4209
Financial Advisory Partners
Florida
$274M 8.54% 46.7% 72
SVGI
4210
Sozo Ventures GP II
California
$274M 10.9% 8.44% 1
CC
4211
Covalis Capital
United Kingdom
$274M -$159M -37% 1.2% 37.9% 137 49.64%
BHWM
4212
Beaird Harris Wealth Management
Texas
$274M 3.8% 41.3% 686
FA
4213
Fermata Advisors
California
$273M +$46.7M +21% 5.67% 49.3% 197 18.27%
AC
4214
Adelphi Capital
United Kingdom
$273M -$70M -20% 8.87% 2 0%
AC
4215
Arjuna Capital
North Carolina
$273M +$27M +11% 13.6% 105% 113 17.7%
LRIA
4216
Leonard Rickey Investment Advisors
Washington
$273M +$34.7M +15% 5.73% 55.9% 77 12.99%
SCM
4217
Susquehanna Capital Management
Pennsylvania
$273M 8.22% 40.8% 2
LA
4218
Legacy Advisors
Pennsylvania
$273M +$22.5M +9% 8.56% 138 11.59%
WWM
4219
WT Wealth Management
Arizona
$273M +$13.1M +5% 5.13% 66.6% 133 15.79%
RCS
4220
Retirement Capital Strategies
California
$272M +$11.7M +4% 5.79% 59% 89 35.96%
WOC
4221
West Oak Capital
California
$272M +$14.1M +5% 8.99% 110% 418 16.75%
NG
4222
NWK Group
California
$272M +$19.7M +8% 9.29% 268% 92 17.39%
GDS
4223
Gimbel Daniel Scott
$272M -$43.4M -14% 4% 57.1% 3 0%
MFGM
4224
Marshall Financial Group (Maryland)
Maryland
$271M +$78.1M +40% 9.24% 63.5% 229 34.5%
HLCM
4225
Hi-Line Capital Management
South Dakota
$271M -$8.64M -3% 1.24% 57.5% 28 7.14%